See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,832 | $58,851+175.0% | $115,157+40.5% | $72,985+121.7% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 18.97% | 23.16%-4.2pp | 35.60%-16.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $5,628 | $1,798+213.0% | $3,179+77.0% | $2,440+130.7% |
| Participant deferral / active EE | $4,968 | $2,643+88.0% | $4,168+19.2% | $3,607+37.7% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |